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Wealth Management Consultant WM Client Solutions - Fraser Valley & Tri-Cities
Location:
Vancouver
Description:
Requisition ID: 188659 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The WMC serves as the single point of contact for referrals from Retail Banking into Scotia Wealth Management (“SWM”), and actively pursues wealth management opportunities among existing customers (excludes existing clients in SWM). Targeting the High Net Worth clients and Ultra-High Net Worth client segments, the WMC understands the breadth of SWM offerings in Investment Management, Private Banking, Will, Estate & Trust Planning, Protection and Philanthropic services among other available wealth solutions. The WMC targets existing bank clients who are considered to be in the High Net Worth customer segments as defined by referral arrangements between Scotia Wealth Management business lines and Bank Partners typically defined as having investable assets of $1,000,000 or more (however consideration can be made for clients with investable assets greater than $500,000 where complexity in Wealth solutions is evident). The WMC is responsible in providing sales support and coaching to branches to enhance the client sales referral conversations. He/she also identifies and transitions the client to the most appropriate Lead Relationship Manager (LRM) for the client’s total wealth needs. The WMC may also be called upon by Commercial Banking/Automotive to conduct a needs backssment for their customers. Major Accountabilities: 1. Attract referrals by educating Retail Bank partners, opportunity spotting with these partners and serving as the single point of contact for referrals from Canadian Banking into Scotia Wealth Management by: Building extensive networks of relationships in the Retail Branches under his/her coverage Acting as the key field resource for the Retail Branch, consulting on SWM client opportunities/identification and jointly reviewing client lists to identify existing customers as prospective SWM clients Working closely. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
November 22 2023 on ListedBuy
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More About this Listing: Wealth Management Consultant WM Client Solutions - Fraser Valley & Tri-Cities
Wealth Management Consultant WM Client Solutions - Fraser Valley & Tri-Cities is a Executive Management Consultant Job at Scotiabank located in United States. Find other listings like Wealth Management Consultant WM Client Solutions - Fraser Valley & Tri-Cities by searching Oodle for Executive Management Consultant Jobs.
Wealth Management Consultant WM Client Solutions - Fraser Valley & Tri-Cities is a Executive Management Consultant Job at Scotiabank located in United States. Find other listings like Wealth Management Consultant WM Client Solutions - Fraser Valley & Tri-Cities by searching Oodle for Executive Management Consultant Jobs.